We are live on ! Find out more
HES

Hess

Delisted

HES was delisted on the 17th of July, 2025.

560 hedge funds and large institutions have $18.7B invested in Hess in 2018 Q3 according to their latest regulatory filings, with 72 funds opening new positions, 169 increasing their positions, 218 reducing their positions, and 44 closing their positions.

New
Increased
Maintained
Reduced
Closed

64% more first-time investments, than exits

New positions opened: 72 | Existing positions closed: 44

4% more funds holding

Funds holding: 539560 (+21)

4% more capital invested

Capital invested by funds: $18B → $18.7B (+$743M)

0.09% more ownership

Funds ownership: 87.24%87.34% (+0.09%)

13% less call options, than puts

Call options by funds: $354M | Put options by funds: $408M

22% less repeat investments, than reductions

Existing positions increased: 169 | Existing positions reduced: 218

30% less funds holding in top 10

Funds holding in top 10: 2014 (-6)

Holders
560
Holders Change
+21
Holders Change %
+3.9%
% of All Funds
12.8%
Holding in Top 10
14
Holding in Top 10 Change
-6
Holding in Top 10 Change %
-30%
% of All Funds
0.32%
New
72
Increased
169
Reduced
218
Closed
44
Calls
$354M
Puts
$408M
Net Calls
-$54.3M
Net Calls Change
-$11.8M
Name Holding Trade Value Shares
Change
Change in
Stake
MA
451
MUFG Americas
New York
$89K
FMT
452
First Mercantile Trust
Tennessee
$86K -$5.93K -90 -7%
ADL
453
Asset Dedication LLC
California
$86K
Fifth Third Bancorp
454
Fifth Third Bancorp
Ohio
$85K +$4.35K +66 +6%
GSC
455
G&S Capital
Colorado
$82K +$64.3K +975 +557%
CWA
456
Clarus Wealth Advisors
Arizona
$77K
SIAS
457
Shine Investment Advisory Services
Colorado
$66K -$3.56K -54 -6%
MYIA
458
Mount Yale Investment Advisors
Colorado
$65K -$22.8K -346 -25%
POIA
459
Pin Oak Investment Advisors
Texas
$64K
TCOV
460
Trust Company of Vermont
Vermont
$64K
PA
461
Parallel Advisors
California
$64K +$66 +1 +0.1%
YWP
462
YorkBridge Wealth Partners
New York
$52K -$7.91K -120 -15%
SFG
463
SevenBridge Financial Group
Pennsylvania
$52K
GLI
464
Guardian Life Insurance
New York
$51K -$857 -13 -2%
SLF
465
Sun Life Financial
Ontario, Canada
$50K -$1.19K -18 -3%
FMII
466
Farmers & Merchants Investments Inc
Nebraska
$50K +$396 +6 +0.9%
APA
467
American Portfolios Advisors
New York
$48.9K
JA
468
JOYN Advisors
Georgia
$48K +$2.77K +42 +7%
MWPCG
469
Measured Wealth Private Client Group
New Hampshire
$46K +$42.2K +640 New
KA
470
Kaizen Advisory
Illinois
$42K
KJWM
471
Kiley Juergens Wealth Management
Washington
$42K
NFG
472
Next Financial Group
Texas
$42K +$38.4K +583 New
RWA
473
River Wealth Advisors
Pennsylvania
$41K -$13.2K -200 -26%
FDCDDQ
474
Federation des caisses Desjardins du Quebec
Quebec, Canada
$40.8K
CFA
475
Carroll Financial Associates
North Carolina
$36K +$132 +2 +0.4%

HES Hedge Fund Activity: Q3 2018 in Review

560 of the 4,374 institutional investors tracked by Wall St. Rank reported a position in Hess (HES) for Q3 2018, worth a combined $18.7B — up 4.1% from $18B a quarter earlier.

Buyers outnumbered sellers: 72 funds opened new HES positions and 44 closed out — a net gain of 28 holders — while 169 added to existing stakes and 218 trimmed.

The largest buyer was Fidelity Investments, adding an estimated $217M. The largest seller was T. Rowe Price Associates, cutting an estimated $188M.

  • 560 institutional investors held Hess (HES) as of Q3 2018, up from 539 in Q2 2018.
  • Funds reported $18.7B of Hess stock for Q3 2018, up 4.1% quarter-over-quarter.
  • 72 funds opened new Hess positions in Q3 2018 and 44 closed out, a net change of +28 holders.
  • The largest Hess buyer in Q3 2018 was Fidelity Investments, an estimated $217M added.
  • The largest Hess seller in Q3 2018 was T. Rowe Price Associates, an estimated $188M sold.

Based on aggregated 13F filings for Q3 2018.